Andrew
Hall

Abel Hall, LLC

CRD#5772174
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Andrew Hall is a financial advisor who works out of Baton Rouge, Louisiana with a total of 4 years of relevant experience. Hall is currently employed by Abel Hall, LLC. Over the course of their career, they have held roles at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Andrew Philips Hall, Abel Financial Services, Inc, Abel Hall, LLC, Mutual Securities, Inc and Level Four Financial, LLC. Hall has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana and Texas. Abel Hall, LLC is an advisory company that has its headquarters in Baton Rouge, LA. It handles $286 million in assets under management among its 496 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 496 customer accounts, 38% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely are based on which services the firm provides the client. Fees billed by Abel Hall, LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9270 Siegen Lane Suite 202
Baton Rouge, LA 70810

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Abel Hall, LLC Brokerage Details

Total Assets Under Management

$285,835,092

LA Average: $486,181,852
Total Number of Employees

5

LA Average: 13
Total Number of Accounts

496

LA Average: 722
Average Account Size

$576,280

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Andrew Hall Work History

Andrew has been registered as a financial advisor for 4 years.*

2020 - Present (4 years)

Level Four Financial, LLC

2012 - Present (12 years)

Andrew Philips Hall

2019 - 2020 (1 year)

Abel Hall, LLC

2019 - 2020 (1 year)

Mutual Securities, Inc

2012 - 2019 (7 years)

Raymond James Financial Services

2012 - 2019 (7 years)

Raymond James Financial Services Advisors Inc

2012 - 2020 (8 years)

Abel Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Hall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Abel Hall, LLC

Andrew Miller
Baton Rouge, LA
Andrew Hall
Baton Rouge, LA
Catherine Hodson
Baton Rouge, LA
Emily Zumo
Baton Rouge, LA
Leo Abel
Baton Rouge, LA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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